Lot of talk about China wait times shrinking. China consumers are very smart and always looking for a deal. Many expect $TSLA to cut price on TSLA Std M-Y by 5% in 4Q to get below ¥300K threshold to get a ¥12K subsidy, so are delaying purchase. Std M-3 is already below ¥300K.

— Gary Black (@garyblack00) September 22, 2022